AIVL:NYE-WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund (USD)

ETF | Others |

Last Closing

USD 99.81

Change

-0.01 (-0.01)%

Market Cap

USD 0.37B

Volume

4.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-27 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.08% 54% F 59% D-
Dividend Return 1.12% 41% F 35% F
Total Return 5.19% 54% F 56% F
Trailing 12 Months  
Capital Gain 7.71% 52% F 56% F
Dividend Return 2.60% 48% F 39% F
Total Return 10.31% 53% F 54% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.87% 56% F 45% F
Dividend Return 2.13% 57% F 39% F
Total Return 1.25% 56% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 5.59% 73% C 89% A-
Risk Adjusted Return 38.05% 63% D 60% D-
Market Capitalization 0.37B 82% B 42% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike